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Cosel Co., Ltd.
(6905)
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Rating:61Neutral
Price Target:
¥1,611.00
▲(47.93% Upside)
Action:Reiterated
Date:09/20/26
The score is primarily held back by weak recent financial performance (revenue decline and a swing to losses), partly offset by a very strong, low-debt balance sheet and still-positive (though weakening) cash flow. Technicals are moderately supportive with price above key moving averages, while valuation is mixed—an attractive dividend yield tempered by a negative P/E due to current losses.
Positive Factors
Broad industrial applications
Cosel serves several demanding equipment markets rather than relying on a single application area. Its focus on reliable, compact, and efficient power conversion supports relevance across industrial and technology customers, creating a durable base for product demand.
Negative Factors
Sharp earnings deterioration
The steep revenue decline and move into operating and net losses show that recent earnings quality has weakened materially. Lower gross profit dollars and a worse cost structure could pressure reinvestment, dividends, and returns until demand and profitability recover.
Read all positive and negative factors
Positive Factors
Negative Factors
Broad industrial applications
Cosel serves several demanding equipment markets rather than relying on a single application area. Its focus on reliable, compact, and efficient power conversion supports relevance across industrial and technology customers, creating a durable base for product demand.
Read all positive factors
Cosel Co., Ltd. (6905) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥58.49B
Dividend Yield3.87%
Average Volume (3M)252.97K
Price to Earnings (P/E)―
Beta (1Y)0.94
Revenue Growth17.15%
EPS Growth-463.16%
CountryJP
Employees717
SectorIndustrials
Sector Strength72
IndustryHardware, Equipment & Parts
Share Statistics
EPS (TTM)-65.08
Shares Outstanding41,186,100
10 Day Avg. Volume285,370
30 Day Avg. Volume252,970
Financial Highlights & Ratios
PEG Ratio>-0.01
Price to Book (P/B)1.17
Price to Sales (P/S)2.44
P/FCF Ratio46.95
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)68.31
Revenue Forecast (FY)¥32.10B
Cosel Co., Ltd. Business Overview & Revenue Model
Company Description
Cosel Co., Ltd. operates as a global producer and supplier of electrical components and electromagnetic interference (EMI) filters, catering to both Japanese domestic and international markets. The firm's comprehensive product range encompasses AC...
How the Company Makes Money
Cosel primarily makes money by selling power-conversion products—most notably AC-DC switching power supplies and DC-DC converters—to business customers (OEMs and equipment manufacturers) that integrate these components into their own end products....
Cosel Co., Ltd. Financial Statement Overview
Summary
Income Statement
38
Negative
Balance Sheet
86
Very Positive
Cash Flow
62
Positive
| Breakdown | TTM | May 2026 | May 2026 | May 2025 | May 2024 | May 2023 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 27.79B | 25.05B | 27.05B | 41.44B | 35.27B | 28.08B |
| Gross Profit | 7.06B | 6.04B | 7.21B | 13.74B | 10.62B | 7.96B |
| EBITDA | 2.17B | -1.94B | 1.85B | 8.95B | 6.50B | 4.21B |
| Net Income | -2.68B | -3.41B | -113.66M | 5.17B | 3.16B | 1.90B |
Balance Sheet | ||||||
| Total Assets | 61.70B | 60.58B | 60.33B | 54.40B | 49.17B | 46.04B |
| Cash, Cash Equivalents and Short-Term Investments | 28.41B | 30.27B | 28.09B | 16.91B | 13.38B | 15.38B |
| Total Debt | 192.00M | 226.00M | 281.75M | 325.08M | 323.90M | 432.77M |
| Total Liabilities | 9.87B | 8.41B | 4.50B | 7.14B | 6.85B | 5.10B |
| Stockholders Equity | 51.84B | 52.16B | 55.84B | 47.09B | 42.21B | 40.87B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 1.30B | 2.09B | 4.32B | 169.00M | -1.90B |
| Operating Cash Flow | 0.00 | 3.04B | 3.86B | 5.53B | 1.03B | -1.02B |
| Investing Cash Flow | 0.00 | -1.41B | -1.62B | -1.83B | 676.50M | 1.93B |
| Financing Cash Flow | 0.00 | -2.40B | 9.23B | -1.60B | -2.12B | -1.35B |
Cosel Co., Ltd. Technical Analysis
Positive
1089.00
Price Trends
1353.04
Positive
1385.68
Positive
1284.78
Positive
Market Momentum
38.94
Positive
51.64
Neutral
21.85
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6905, the sentiment is Positive. The current price of 1089 is below the 20-day moving average (MA) of 1408.70, below the 50-day MA of 1353.04, and below the 200-day MA of 1284.78, indicating a bullish trend. The MACD of 38.94 indicates Positive momentum. The RSI at 51.64 is Neutral, neither overbought nor oversold. The STOCH value of 21.85 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:6905.
Cosel Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥120.09B | 6.47 | 12.49% | 4.69% | 40.52% | 147.61% | |
73 Outperform | ¥2.14T | 20.08 | 14.09% | 1.44% | 10.40% | 15.01% | |
69 Neutral | ¥113.30B | 21.36 | 30.34% | 0.15% | 54.05% | 121.12% | |
69 Neutral | ¥215.10B | 18.78 | ― | 2.64% | 16.79% | 100.39% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
63 Neutral | ¥1.25T | 34.48 | 7.43% | 1.46% | 5.82% | -37.13% | |
61 Neutral | ¥58.49B | -21.67 | ― | 3.87% | 17.15% | -463.16% |
* Industrials Sector Average
JP:6905
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Cosel Co., Ltd. Corporate Events
Cosel Lifts Earnings Outlook on AI-Driven Semiconductor Demand
Sep 18, 2026
Cosel has raised its consolidated and non-consolidated forecasts for the second quarter ending November 2026 and the full year to May 2027, projecting higher net sales, operating profit and earnings per share. The company now expects consolidated ...
Cosel Returns to Profit and Raises Outlook as Sales Surge 54%
Sep 18, 2026
Cosel reported a sharp rebound in performance for the three months ended August 20, 2026, with net sales rising 54.0% year-on-year to ¥7.8 billion and a return to profitability after losses in the prior-year period. Profit attributable to own...
Cosel Completes Treasury Share Disposal for Performance-Linked Executive Stock Compensation
Sep 8, 2026
Cosel Co., Ltd. has completed payment procedures for the disposal of its treasury shares used as performance-linked restricted stock compensation for executives. The move aligns equity incentives with company performance and reflects ongoing effor...
Cosel Completes Sale of Powerbox Unit, Books ¥3.6 Billion Loss
Sep 2, 2026
Cosel Co., Ltd. has completed the transfer of all shares in its former consolidated subsidiary Powerbox International AB to Voltaris GmbH, a special purpose vehicle indirectly backed by HYPAX GmbH. With the September 1, 2026 closing of the transac...
Cosel Reaffirms Lite-On Alliance While Emphasizing Governance Independence
Aug 18, 2026
Cosel has clarified its relationship with Lite-On Technology, confirming Lite-On as its largest shareholder and an affiliated company under a capital and business alliance agreement aimed at integrating technological strengths and building a globa...
Cosel to Grant Performance-Linked Restricted Shares to Executive Directors
Aug 12, 2026
Cosel Co., Ltd. has approved the disposal of 13,500 treasury shares as performance-linked restricted stock to five executive directors, priced at JPY 1,344 per share for a total of JPY 18,144,000, with transfer restrictions applying until each rec...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.